Root Financial Partners, LLC
Top Portfolio Positions
2,807 positions ·
$299,208,421 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
245,390 | $42,796,016 | 14.30% | |
| AAPL |
Apple Inc.
Technology
|
133,545 | $33,892,385 | 11.33% | |
| MSFT |
Microsoft Corp
Technology
|
35,006 | $12,958,171 | 4.33% | |
| AVGO |
Broadcom Inc.
Technology
|
30,982 | $9,589,238 | 3.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,227 | $8,404,516 | 2.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,894 | $7,767,344 | 2.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,144 | $7,735,980 | 2.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,885 | $6,653,692 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,847 | $5,061,634 | 1.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,355 | $4,822,338 | 1.61% |
Portfolio Trend
13 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,606 | 625 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $32,756 | 625 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,256 | 625 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||